We Know Nonprofits

At Snodgrass, our deep-rooted history of assisting community banks parallels our support for not-for-profit organizations. We understand the value they deliver to their membership and the communities they serve. Our firm takes a personalized, strategic approach to assisting a variety of nonprofits, including trade associations, membership organizations, social service organizations, social clubs, foundations, and charities.

We offer strategic guidance to assist our nonprofit clients maintain financial stability and accountability to a variety of stakeholders, including boards of directors/trustees, membership, donors, grantors, regulatory authorities, and the public. For nonprofit clients that require both audit and tax services, our firm brings an integrated approach by involving both our audit and tax teams in the preparation, review, and delivery of the exempt organization’s tax return. In addition to financial statement audit and tax preparation, other services we provide include:

  • Employee benefit plan audit and Form 5500 preparation
  • Revenue recognition assessment
  • Internal controls evaluation
  • Policy and procedure development
  • Financial budgeting and reporting assessment
  • Financial statement reviews
  • Agreed-upon procedures
  • Strategic planning
  • Assistance in filing for tax-exempt status
  • Tax planning and consultation
  • Network attack and penetration testing
  • Information technology audit
  • Business continuity plan design
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